Document Retrieval Agent

Retrieve documents from supported carrier portals and connected sources, classify them, extract metadata, and route them to the appropriate destination.

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Workflow

  1. 1
    Retrieve

    Collect new documents from configured carrier portals or mailboxes using managed credentials.

  2. 2
    Classify

    Determine document type, such as policy, endorsement, certificate or cancellation notice.

  3. 3
    Extract

    Capture policy number, insured, carrier, effective dates and other configured fields.

  4. 4
    Route

    Send the document to the matching account, queue or downstream agent.

Core capabilities

  • Portal and inbox retrieval
  • Document classification
  • Metadata extraction and routing

See How Bexara Fits Your Agency.

Explore connected insurance workflows, flexible deployment, and AI-assisted operations with human oversight.

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Each demonstration is shaped around your agency's workflows, systems and security requirements.